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Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$13.74B

Overview Activity Holdings

Buys

Broadcom Inc

$511.17M

+1.55M shares

VMCNEW

Vulcan Materials Co

$425.94M

+1.38M shares

NUNEW

Nu Holdings Ltd

$406.76M

+25.41M shares

Wingstop Inc

$375.32M

+1.49M shares

APHNEW

Amphenol Corp

$374.12M

+3.02M shares

SENEW

Sea Limited

$334.14M

+1.87M shares

Ciena Corporation

$292.31M

+2.01M shares

Etsy Inc

$257.61M

+3.88M shares

Lpl Financial Holdings Inc

$702.04M + $48.42M =$750.45M

1.87M+383.5K (+20.48%)

Philip Morris International Inc.

$502.26M + $246.20M =$748.46M

2.76M+1.86M (+67.33%)

Brookfield Corp

$347.68M + $350.55M =$698.24M

5.62M+4.56M (+81.12%)

Talen Energy Corp

$316.76M + $190.51M =$507.27M

1.09M+103.1K (+9.47%)

Eqt Corporation

$438.46M + $16.67M =$455.14M

7.52M+843.7K (+11.22%)

Sells

INTUEXIT

Intuit Inc

$607.79M - $607.79M =Closed

-771.7K shares (100%)

CRMEXIT

Salesforce, Inc.

$508.07M - $508.07M =Closed

-1.86M shares (100%)

UNHEXIT

UnitedHealth Group Incorporated

$528.27M - $528.27M =Closed

-1.69M shares (100%)

WIXEXIT

Wix.com Ltd

$342.48M - $342.48M =Closed

-2.16M shares (100%)

ASMLEXIT

Asml Holding NV

$454.28M - $454.28M =Closed

-566.9K shares (100%)

Meta Platforms Inc

$1.23B - $257.89M =$971.04M

1.32M left-342.8K (-20.59%)

Vistra Energy Corp

$1.25B - $333.22M =$920.68M

4.70M left-1.77M (-27.37%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$778.20M =$852.50M

3.05M left-383.5K (-11.16%)

Applovin Corporation

$552.05M =$796.96M

1.11M left-467.8K (-29.66%)

Carvana Co.

$724.06M - $58.12M =$665.94M

1.77M left-383.5K (-17.85%)

Microsoft Corporation

$922.62M - $296.63M =$626.00M

1.21M left-646.3K (-34.84%)

Amazon.com Inc

$1.10B - $486.90M =$617.42M

2.81M left-2.22M (-44.14%)

Capital One Financial Corporation

$655.44M - $109.21M =$546.22M

2.57M left-511.1K (-16.59%)

Kkr & Co Inc

$694.65M - $164.38M =$530.27M

4.08M left-1.14M (-21.85%)

Flutter Entertainment Plc

$532.30M - $92.04M =$440.27M

1.73M left-129.4K (-6.95%)

Booking Holdings Inc

$347.19M - $179.00M =$168.19M

31.2K left-28.8K (-48.06%)